See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,118 | $60,892+21.7% | $82,389-10.0% | $84,808-12.6% |
| Participation rate | 76.1% | 63.3%+12.8pp | 69.5%+6.5pp | 68.3%+7.8pp |
| Annual return | 13.99% | 37.29%-23.3pp | 28.67%-14.7pp | 40.90%-26.9pp |
| Employer contribution / active EE | $710 | $1,779-60.1% | $2,517-71.8% | $2,631-73.0% |
| Participant deferral / active EE | $7,012 | $3,179+120.6% | $4,155+68.8% | $4,212+66.5% |
| Admin fee / account holder | $2,550 | $5,467-53.4% | $7,231-64.7% | $7,344-65.3% |